Custom Reports are created based upon requests from VCH Home Support. These reports are found on the Main Ribbon > Reports > Report Explorer. Learn how to run a custom report, click here.
Click on a category below to quickly jump to those reports.
| Report Name | Description |
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| REP012 - Clients with Visit Hours Over 120 Per Month | List of clients who are scheduled for more than 120 hours per month. |
| REP071 - User Access Validation Report | Employees are listed by title, last Procura log in date, length of Procura inactivity, Procura department and access group(s). Sites are to use this report to validate Procura Desktop employee access and terminations every 90 days. |
| REP074 - VCH Visit Verification | This report compares scheduled and actual visit times, durations and locations. It is used to verify active billed and cancelled billed/paid visits to validate the visit length and location. *Go to this help article to learn how to use this report in excel. |
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| REP031 - Order Details - All Active Clients | This report shows order details for all active and held clients within a specified date range. The order details are: first visit date, Per Diem, $300 Cap and Max hours. It also shows the previous values if there were changes in the order details during the date range. |
| REP033 - Order Details - New Orders or Discharged Clients |
Two reports are available based on the report parameter chosen within a specified date range. One report shows order details for all active and held clients. The other report shows order details for all discharged and terminated clients. The order details for both reports are: last visit date, Per Diem, $300 Caps and Max hours. It also shows the previous values if there were changes in the order details during the date range. |
| REP047 - HRCM Data Entry | Lists clients that have orders containing a dollars per day or BC Cluster rule, along with their funder and payer information. |
| REP052- Completed Careplan Listing | List of completed care plans per client and sorted by visit date. Includes client name, visit date, start and end time, and visit billed duration. There is an option to hide/show employee name (first name only). |
| REP054 - Overlapping Visits Report | Lists verified client visits that overlap with other client visits or attendance types. Visit date, visit start and stop time, employee name, client name, visit status, and whether the visit was billed and/or paid are all displayed in the report. |
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| REP004 - URC Client Listing | List of clients including urgent response code, care coordinator, PARIS ID # and dept. status. |
| REP011 - Client List (w pr. contact & directions) | List of all clients in dept order including address, primary contact and directions to home. Required for downtime backup. |
| REP024 - HS Briefing | This report shows information about a client. During a Procura mobile downtime, schedulers will call out information on this report to CHW's, or the briefing report will be emailed to CHWs as needed. This is typically done when there are new clients or when a client is new to a CHW. |
| REP035 - HS Briefing by Employee | This report shows information about all clients in the selected employee's schedule. During a Procura mobile downtime, schedulers will call out information on this report to CHW's or the briefing report will be emailed to CHWs as needed. This is typically done when there are new clients or when a client is new to a CHW. |
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| REP002 - Do Not Send | List of do not sends by area and sorted by employee. Includes client name, do not send type, reason, and date. |
| REP018 - Service Requirements by Employee or Dept. | List of all documented service requirements for each employee including the requirement date and comments. |
| REP019 - Service Requirements by Type | List of employees by service requirement, including the issue date, expiry date and comments. |
| REP026 - Employee DOB Listing | List of employees including DOB and age. |
| REP027 - Employee Contact Numbers | List of CHWs by dept. including home phone, cell phone, pager number, work phone, fax number and email address. |
| REP045 - Employee Department Details | List of employees and their employee information entered in Procura: Employee ID, Status (Active, Held, etc.),Name, Area, Status Start date, Category, Pay Level and groups that the employee is added to. It will be used to reconcile between PeopleSoft & Procura for mismatch information. |
| REP050 - Bus Car Mismatch | This report will display a list of employees with a discrepancy between their method of transportation (Voicemail: Bus, Car, Walk or NA) and their Pay Mileage status (Reference Number: Yes/No). Employees with entries other than the predefined options will also display on the report. |
| REP057 - Employee Contact Tracing | List of clients who have had contact with a selected employee(s), including their visit & care plan information. This report was developed to identify Home Support client(s) that have been potentially exposed to a COVID-19 positive Home Support employee. The report includes blank fields that will be manually completed by the Public Health or HS office (POD#, CCT Case ID, Referral Date and Follow-up/Comments). |
| REP073 - Seniority List | This report lists employees in order of seniority hours paid and is used by schedulers to assist in the approval of leave requests. The report is for internal use only, it should not be provided to employees as a seniority list. The report displays hours paid, name, employee ID, status, area, category and leave planning group membership; it totals the employees by their employee category type. |
REP088 - Employee Availability Comments |
List of employees and their employee information entered in Procura: name, employee ID, title, area, department, status, employee category, seniority and availability comments. |
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| REP037 - Employee Real Time Call Log | This is a summary report showing the real time status of visits sorted by employee. This report can be filtered by department, visit start date, employee, or area. |
| REP041-CHW Visit Verification Summary | This report shows a summary of visit verification statuses sorted by employee. The report can be filtered by department, area, or visit start date. This report also includes a summary of visit verifications for all employees shown on the report. |
| REP042 - Procura Mobile Login Activity | This report shows a list of active Mobile employees grouped by department. It also shows their username, last login date, and number of days inactive. This report can be filtered by department. |
| REP043 - Visit Activities by Client | This report shows a list of an employee’s complete and incomplete activities for each client. This report can be filtered by department, visit start date, funder, client, employee, or verified status. |
| REP060 - Employee End of Day Checkout | This report identifies evening shift employees who have not completed their EOD visits. This is to ensure the safety of the CHWs. |
| REP063-Exceptions by Client - Summary | This report shows a summary of visit exceptions sorted by client. The report can be filtered by: department, visit start date and time, client, and exceptions type. |
| REP064-Exceptions by Client - Detailed | This report shows all detailed visit exceptions sorted by client. The report can be filtered by: department, visit start date and time, client, and exceptions type. |
| REP065-Exceptions by Employee - Summary | This report shows a summary of visit exceptions sorted by employee. The report can be filtered by: department, visit start date and time, client, and exceptions type. |
| REP066-Exceptions by Employee - Detailed | This report shows all detailed visit exceptions sorted by employee. The report can be filtered by: department, visit start date and time, client, and exceptions type. |
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| REP005 - Active Clients without DOB | List of clients who require a date of birth to be documented. |
| REP006 - Active Clients with Double Quotations | List of clients whose name includes a double quotation. The quotation must be removed in order to export to PARIS correctly |
| REP008 - Active Clients without PARIS ID | List of clients who require a PARIS ID to be documented. |
| REP009 - Clients with Incorrect PARIS ID Formats | List of clients whose PARIS ID needs to be corrected |
| REP036 - Clients with Incorrect or Missing PHN | This report displays a list of clients with missing or incorrectly formatted PHNs. |
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| REP001 - Daily Assignments | The Daily Assignments is an in-house custom report showing all scheduled attendance types/visits for an employee on a given day or date range. When Procura Mobile is not available, CHW's will refer to this report for list of clients and times to be seen. Schedulers will either email the report or print off for the CHW to pick up at the office. |
| REP003 - Employee Hrs. Paid vs Billed | This report is designed for programs where CHWs work shifts. It is used to determine if CHWs require more or less clients in their schedule. This report displays a list of employees, their shift code and location, Attendance Type, Seniority hours, Hours Paid, Hours Billed and the difference between paid (shift hours) vs billed (client hours) for a selected date. |
| REP028 - Employees with Split Shifts | List of employees scheduled to more than one shift on the selected day. Includes date, shift count, total shift hours, shift code, pay duration and department. Used by schedulers and timekeepers |
| REP044 - Mileage Variance Audit | List of employees and their visits where their Employee Reference (Pay Mileage) does not match with the pay mileage in visits. Schedulers make a correction for the mismatch. |
| REP046 - Default Order Corrections | This report identifies clients where the default order has been incorrectly set to the client charge target order, and provides a list of visits that were incorrectly linked to the client charge target order instead of the funder order (i.e. LTC). Schedulers and Revenue Services run this report regularly in order to correct client order defaults and associated visits. |
| REP061 - Vacation Utilization | List of Regular CHW’s along with a breakdown of their annual vacation usage. The report includes the employee's name, area of work, annual vacation entitlement, days approved, days booked, days remaining, and indicates which employee’s are not meeting the required percentage of approved vacation days. |
| REP062-Stat Holiday Reconciliation Report | The report lists clients who are not approved to receive service on stat holidays but either have visits incorrectly booked on a stat holiday or have unbooked visits on area planners instead of the non-stat planner. The report also lists clients who are entitled to receive service on stat holidays but have unbooked visits on the wrong area planners or on the non-stat planner. |
| REP068-Stat Lieu Day | Lists regular employees along with a breakdown of their stat lieu entitlement and usage. |
REP077 - Schedule Optimization - CHW Capacity |
This report details the availability of Community Health Workers(CHW's) and identifies unfilled hours during which they have capacity to work. The report details the following: Area, employee name, employee ID, employee category, availability, position details, total paid hours, and capacity time and duration. |
| REP079 - Schedule Optimization - CHW Availability | This report provides a detailed overview of the availability of Community Health Workers. It includes the following key information: Employee name, availability per day, and total days available per week. This report is designed to help manage and optimize CHW scheduling, ensuring adequate coverage and efficient resource allocation. |
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REP080 – Client Continuity |
This report provides a detailed overview of the client continuity measures within the selected quarter. The report provides a summary of the client visit count information and compares the total visits and total CHWs scheduled to the VCH client continuity targets. Clients are displayed in red when their schedule exceeds the target number of CHWs. Running the report for a future period allows schedulers the opportunity to identify clients whose schedules require updating to align with continuity requirements. |
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REP081 - CHW Daily Schedule - Detailed |
This report shows information about the selected CHW’s visit schedule and the associated client details, client’s care plan, hazards information, active Delegation of Tasks and client updates for the selected date. During downtime, or when a CHW does not have access to Procura, the schedulers can download the report and send the pdf to the CHW and/or HCAP students. |
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REP084 - Guaranteed Minimum Hours Audit - Fixed Regular/R40 |
This report details the total daily hours paid to Fixed Regular and R40 Community Health Workers(CHW's) and identifies unfilled hours during which they had capacity to work. The report details the following: Area, employee name, employee ID, employee category, position, availability, position details, guaranteed minimum hours, total paid hours, and the estimated top up value. |
| REP085 - Guaranteed Minimum Hours Audit - Regular | This report details the total weekly hours paid to Regular Community Health Workers (CHW's) and identifies unfilled hours during which they had capacity to work. The report details the following: Area, employee name, employee ID, employee category, position details, guaranteed minimum hours, total weekly paid hours, and the estimated top up value. |
| REP086 - Daily Meal Break Utilization | This report lists employees who work five or more hours in a day and do not have a meal break assigned. The report details the following: employee area, employee name, category, employee ID, date, and total hours worked for that date. |
| REP087 - Consecutive Workdays Monitor | This report provides a consolidated view of consecutive workdays for Community Health Workers (CHWs) across all Home Support departments. It shows the complete sequence of days worked around a selected date, including the first and last day, identifies work performed in other Home Support departments, and flags employee fatigue risk based on total consecutive days worked. |
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| REP010 - Count of Clients by Age Group | Number of clients by age group that have active visits within the selected date range. |
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| REP051 - Visits Not Started Not Stopped | This report shows visits that are not signed in and out by an employee(s). It displays Employee Name, Employee Area, (scheduled) Visit Start and End date and time, Client Name and Client Area. This report can be filtered by department, employee area and visit start date. It is used daily by timekeepers to identify visits requiring follow up with schedulers and/or employees to determine why visits are not signed in & out. |
| REP053-Minimum Mileage | This report lists employees whose total mileage reimbursement per day was less than the required $4.00 daily minimum. The report indicates the mileage that was paid and the amount of mileage that is owing, in both km and $, for the selected date range. The report also includes the Employee name, Employee ID, Employee Record #, Area, and the mileage dates. |
| REP070 – Pay Mileage Audit for Cancelled Visits | Lists all cancelled visits that have the pay mileage flag turned on. |
| REP072 - Pay Premium Audit - Missing Shift Times | Lists employees who may be eligible for pay premiums and who have shifts with 00:00 - 00:00 start and stop times. The report parameters include: Department, Area, and Date Range. The report details Employee name, Employee ID, Area, Shift dates, shift codes and descriptions, the shift duration, bill duration, and pay duration. |